There are two investment events I try to watch every year. One is the Berkshire Hathaway AGM headed by arguably two of the most successful investors of all time, Warren…
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A special exhibition, supported by WHIreland International Wealth, exploring Manx Tholtans will open at the Manx Museum on 7 October 2017.
Tholtans, the Manx word for describing the ruins…
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MiFID II (The second Markets in Financial Instruments Directive) is the EU legislation that regulates firms who provide services to clients linked to ‘financial instruments’ (shares, bonds, units in collective…
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Despite being known for its defensive qualities, Utilities were the worst performing sector in the UK top 350 for the three months to the 30th of June.
The weighted return…
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We have had feedback from some of our clients that they have unfortunately encountered issues logging into the new client portal and accessing their portfolio information.
If you are encountering…
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United States of America
The US Federal Reserve raised interest rates again at its June meeting to a target range of 1.00% to 1.25%.
It also signalled plans to reduce…
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Global equity markets have made limited progress over the quarter, although we have seen new highs in the major US and UK indices.
Gains have been helped by speculation with…
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There is no one-size-fits all solution to saving for school and university fees for your children’s future and while you may be aware that these fees are substantial, you may…
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We’ve moved to new offices
We are delighted to let you know that our Manchester team have moved offices. Our new offices can be found 5 minutes up the road…
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Our Head of Wealth Management, Roddy Buchanan, recently appeared on Asset TV for a Masterclass on discretionary fund management.
Watch the video here. Read more →